Product tour

Threads and Projects: organize context

Explain how topic continuity and project organization work in the Knowledge section. Decisions change over time. Threads help keep their history connected.

1 min 48 sFor: Workspace member or project lead11 steps

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Quick steps

  1. Start on DM HomeStart from your DM Home. Topics rarely end in one meeting, so DM lets you organize context around them. Let's look at Threads and Projects.
    1. Start on DM Home (/).
    2. Review "Knowledge".

    What it means: Start from your DM Home. Topics rarely end in one meeting, so DM lets you organize context around them. Let's look at Threads and Projects.

  2. Click KnowledgeSelect Knowledge in the main navigation. Threads and Projects sit under Organize.
    1. Click "Knowledge". The next view is "Knowledge" (/knowledge).

    What it means: Select Knowledge in the main navigation. Threads and Projects sit under Organize.

  3. Click ThreadsA thread follows one topic across many meetings. Choose Threads.
    1. Click "Threads". The next view is "Threads" (/knowledge/threads).

    What it means: A thread follows one topic across many meetings. Choose Threads.

  4. Review what your threads holdA thread connects the meetings, decisions and tasks around one topic. The counts at the top add up what is attached to your threads, and each row shows the same for its own topic.
    1. Review "What your threads hold": "Threads 3 Meetings 6 Decisions 6 Open tasks 3 Conflicts 0".
    2. Review "One topic": "Tenant data isolation 2 decisions · 3 meetings · updated Oct 6, 2026 1 tasks active Renam…".

    What it means: A thread connects the meetings, decisions and tasks around one topic. The counts at the top add up what is attached to your threads, and each row shows the same for its own topic.

  5. Review createYou can create a thread, and rename or archive the ones you have. What you can change here depends on your role.
    1. Review "Create": "Create thread".
    2. Review "Rename".
    3. Review "Archive".

    What it means: You can create a thread, and rename or archive the ones you have. What you can change here depends on your role.

  6. Click ProjectsProjects organize work at a higher level. Choose Projects.
    1. Click "Projects". The next view is "Projects" (/knowledge/projects).

    What it means: Projects organize work at a higher level. Choose Projects.

  7. Review one projectThe page explains the difference. Threads track one topic across meetings. Projects group work by delivery or portfolio context. Each project shows its key, and how many decisions and threads belong to it.
    1. Review "One project": "Platform Core Active Key: PLAT · 4 decisions · 2 threads · Updated 10/6/2026, 12:00:00 PM".

    What it means: The page explains the difference. Threads track one topic across meetings. Projects group work by delivery or portfolio context. Each project shows its key, and how many decisions and threads belong to it.

  8. Review your accessHere, this account can read projects but not change them. Only workspace owners and admins can create or edit projects.
    1. Review "Your access": "View only".

    What it means: Here, this account can read projects but not change them. Only workspace owners and admins can create or edit projects.

  9. Click DecisionsThreads and projects meet in your decisions. Choose Decisions.
    1. Click "Decisions". The next view is "Decisions" (/knowledge/decisions).

    What it means: Threads and projects meet in your decisions. Choose Decisions.

  10. Click Decision All tenant-owned tables use Postgres row-level security keyed on workspSelect a decision to preview it.
    1. Click "Decision All tenant-owned tables use Postgres row-level security keyed on worksp". The next view is "Decisions" (/knowledge/decisions).

    What it means: Select a decision to preview it.

  11. Review project and threadEvery decision names its project and its thread. So you can always trace it back to the topic and the work it belongs to. Next, let's browse the Decisions library.
    1. Review "Project and thread": "Project Platform Core Thread Tenant data isolation Updated 9/12/2026".

    What it means: Every decision names its project and its thread. So you can always trace it back to the topic and the work it belongs to. Next, let's browse the Decisions library.

The threads, projects, counts and decisions shown are invented for this tour. A real workspace shows its own, and the controls you see depend on your role.

Creating, renaming, archiving or deleting a thread or project is shown as controls only; none is used. A single thread's own detail page and the graph views are not covered.

Next lesson

Next: Settings: your workspace and account

Descriptive transcript

Read the full transcript, including what happens on screen

Demo environment · synthetic workspace and data · backend responses are simulated. Follow a topic across meetings, and group work by project
This guide tours the real DM Threads and Projects pages with a synthetic workspace and simulated backend responses. What you can create, rename or archive depends on your role.

Disclosure (kept in this transcript and the video description, not drawn on the frames): Demo environment · synthetic workspace and data · backend responses are simulated.

00:00–00:12 · home

On screen: Start on DM Home (/). A highlight marks "Knowledge".

Narrator: Start from your DM Home.

Narrator: Topics rarely end in one meeting, so DM lets you organize context around them.

Narrator: Let's look at Threads and Projects.

00:12–00:20 · open-knowledge

On screen: Click "Knowledge". The next view is "Knowledge" (/knowledge). A highlight marks "Knowledge".

Narrator: Select Knowledge in the main navigation.

Narrator: Threads and Projects sit under Organize.

00:20–00:26 · open-threads

On screen: Click "Threads". The next view is "Threads" (/knowledge/threads). A highlight marks "Threads".

Narrator: A thread follows one topic across many meetings.

Narrator: Choose Threads.

00:26–00:39 · threads

On screen: A highlight labelled "What your threads hold" marks "Threads 3 Meetings 6 Decisions 6 Open tasks 3 Conflicts 0". A highlight labelled "One topic" marks "Tenant data isolation 2 decisions · 3 meetings · updated Oct 6, 2026…".

Narrator: A thread connects the meetings, decisions and tasks around one topic.

Narrator: The counts at the top add up what is attached to your threads, and each row shows the same for its own topic.

00:39–00:48 · organize

On screen: A highlight labelled "Create" marks "Create thread". A highlight marks "Rename". A highlight marks "Archive".

Narrator: You can create a thread, and rename or archive the ones you have.

Narrator: What you can change here depends on your role.

00:48–00:54 · open-projects

On screen: Click "Projects". The next view is "Projects" (/knowledge/projects). A highlight marks "Projects".

Narrator: Projects organize work at a higher level.

Narrator: Choose Projects.

00:54–01:11 · projects

On screen: A highlight labelled "One project" marks "Platform Core Active Key: PLAT · 4 decisions · 2 threads · Updated 10…".

Narrator: The page explains the difference. Threads track one topic across meetings. Projects group work by delivery or portfolio context.

Narrator: Each project shows its key, and how many decisions and threads belong to it.

01:11–01:22 · permissions

On screen: A highlight labelled "Your access" marks "View only".

Narrator: Here, this account can read projects but not change them.

Narrator: Only workspace owners and admins can create or edit projects.

01:22–01:29 · open-decisions

On screen: Click "Decisions". The next view is "Decisions" (/knowledge/decisions). A highlight marks "Decisions".

Narrator: Threads and projects meet in your decisions.

Narrator: Choose Decisions.

01:29–01:33 · decision-preview

On screen: Click "Decision All tenant-owned tables use Postgres row-level security keyed on worksp". The next view is "Decisions" (/knowledge/decisions). A highlight labelled "Select a decision" marks "Decision All tenant-owned tables use Postgres row-level security keye…".

Narrator: Select a decision to preview it.

01:33–01:47 · connect

On screen: A highlight labelled "Project and thread" marks "Project Platform Core Thread Tenant data isolation Updated 9/12/2026".

Narrator: Every decision names its project and its thread.

Narrator: So you can always trace it back to the topic and the work it belongs to.

Narrator: Next, let's browse the Decisions library.

Last verified against the product on .

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